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Client Testimonials
“I’d like to take ths opportunity to tell you how completely satisfied I am with your setup of my Self Directed Checkbook IRA.I talked to two other companies before deciding to use you. You were clearly highly knowledgeable on this subject. I did have some “concern” about using a company I found via Goggle search, but my instincts told me your firm was the best choice. The setup process could not have been more professional or gone more smoothly. I was under a bit of a time crunch to meet a foreclosure auction date and you did a fantastic job.
I’ve already used the Self Directed IRA to purchase two investment houses; one at foreclosure auction, the other from Bank REO. I’m very happy I can use my IRA to take advantage of these Real Estate opportunities. I will also be using the Self Directed IRA for private secured lending, and already have one small loan in process. Sure beats the bond funds I had part of my IRA allocated to…”
~ Gary J. – Kent, Washington“Over the years, my wife and I grew tired of seeing our retirement savings become a barometer of economic sentiment through equity index investing. Even after years of working in the financial industry, we had no idea that we could invest our IRA’s and 401k’s in investments other than stocks, bonds and mutual funds. Robert Hubbard and Safeguard Advisors have been instrumental in educating and directing us in changing the way we plan for our future.A year ago, we purchased our first rental and commercial property with an Self Directed IRA LLC and are now planning to purchase a vacation rental property with a Solo 401k. We no longer feel that we are risking our future on the irrational behavior of fund managers on Wall Street.”
~ James & Christy M – Louisville, Kentucky"I have had the pleasure of working with Safeguard Advisors for quite some time. I first contacted Safeguard as a financial advisor on behalf of one of my clients who wanted to purchase Real Estate. After working my way through a number of companies (including custodians whose fees were too expensive), I finally found Safeguard and learned of the “checkbook control” that their plan allowed. What an amazing concept!From day one, the Safeguard Advisors have been a wealth of knowledge and I have recommended their services dozens of times. But, more importantly – I now have my own Self-directed 401(K) that has “checkbook control”. Need I say more?”
~ Jay A. – Austin, TXRead More...
Tag Archives: Finance A Franchise
IRA123 Is Now Safeguard Financial
In case you haven’t seen a Press Release announcing IRA123′s name change to Safeguard Financial, it’s posted below for your convenience. Low Cost Self Directed IRA Provider Announces Name Change By J.R. Jameson, PR Director, Safeguard Financial March 23, 2009 … Continue reading
Posted in Business Finance, News & Articles, Press Releases, Real Estate Investing, Self Directed Investing
Tagged Checkbook IRA, Finance A Business, Finance A Franchise, Franchise Financing, Real Estate Investing, Real Estate IRA LLC, Self Directed IRA, Self Directed IRA Business Funding, Self Directed IRA Real Estate, Start Up Capital, Trust Deed Investing, Working Capital
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Franchise Funding Options
As the credit crisis continues, small business owners are finding it more and more difficult to obtain business funding they need to either sustain or to start up operations. Utilizing a Self Directed IRA, may well be the “best” solution … Continue reading
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the BBB, thousands of clients in all 50 states attest to our integrity
and our competency.
